CRM Integration

Customer Relationship Management (CRM) makes it easy for you to keep track of your customers.

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How it works:

Having a deeper understanding of your customers creates more meaningful experiences that help grow your business. CRM phone integration makes it possible for you to record and analyze your customer interactions, allowing you to customize your marketing and sales based on their needs.

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The Features / Benefits:

Caller Preview

Displays the caller's name in the Preview or Phone window when a match against it is found in the integrated business application(s).

Contact Popping

Click the business application's icon in the Phone or Preview window and the caller's contact record is opened directly in the integrated business application.

Contact Searching

Concurrently searches the integrated business applications and enables Contact Popping or Click to Dial from the results.

Activity Logging

Manually or automatically creates an activity record of a call received within the integrated business application and allows addition of notes.

Click to Dial

Makes it possible to dial directly from the business application. The exact method varies between business applications.

CRM Integrated Partners:

See if your CRM is compatible

Bullhorn

Careix

Connectwise

Hubspot

Job Diva

Maximizer

Microsoft CRM

NetSuite

Salesforce CRM

Salpo CRM

SugarCRM

webCRM

Zendesk

Zoho CRMs

What to do:

Speak with one of our experts about CRM integration.  Call us today at 888-856-5970.

CRM Integration

Have Questions? Contact Us.

Just complete the adjacent form and we'll be in touch!  Or if you'd prefer to speak with one of our experts immediately, please feel free to give us a ring directly.

888-856-5970

*We provide services to Rhode Island, Massachusetts, and Connecticut businesses only.

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